Pacific Capital Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-187
| Closed | -$90.9K | – | 245 |
|
|
2024
Q4 | $90.9K | Buy |
187
+36
| +24% | +$17.5K | 0.02% | 116 |
|
|
2024
Q3 | $88.3K | Sell |
151
-26
| -15% | -$15.2K | 0.01% | 114 |
|
|
2024
Q2 | $82.7K | Buy |
177
+26
| +17% | +$12.1K | 0.02% | 117 |
|
|
2024
Q1 | $68.7K | Hold |
151
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $68.4K | Buy |
+151
| New | +$68.4K | 0.02% | 111 |
|
|
2020
Q4 | – | Sell |
-99
| Closed | -$38K | – | 136 |
|
|
2020
Q3 | $38K | Buy |
+99
| New | +$38K | 0.02% | 113 |
|